Bank Statement Checklist and weekly notification of missing statements

Carl Muniz

Good morning,

I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements.  For example, as of today, we should theoretically all bank statements from October 2018 and prior.  I would like a monthly email sent out notifying me or somebody of all missing bank statements.  I am envisioning everybody updating this checklist for bank statements received. Any thoughts?

Thank you - Carl

Andrée Starå

Hi Carl,

There are several ways to set this up. The best solution depends on your specific use case.

You could have a report that collects all rows that aren't marked complete or attachment added or similar. The report could then be sent monthly to give a good overview.

Another way could be to have filters on the sheet to show those that are not complete or added attachment (filters can also filter if there is an attachment on the rows).

Would any of those options work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting